Case Studies

International Bank

This bank was looking for a risk management system that could handle their diverse portfolio of hedge fund investments and monitor those managers' compliance with investment guidelines on a daily basis.  IA quickly integrated the required data and in less than two months had the entire portfolio running through both the risk management services, as well as daily monitoring of compliance.
 

 Equity Long/Short Manager

This fund had been looking for a risk vendor for over 2 years when we first met, and they quickly recognized that IA is the only vendor that  meets each of their requirements: functionality, flexibility, price, reporting and service.
 

CTA Firm

This manager conducted a detailed search for a risk management system that involved over 10 possible vendors.  After numerous due diligence meetings with the finalists, one of IA's references reportedly told the CTA firm to "stop looking at other firms, IA is the best vendor you will ever have."  The CTA has been a client for over 3 years and now serves as one of our references. 

 Multi-Manager Platform

This European firm was about to sign with a competing risk vendor when they were introduced to Investor Analytics.  After our first demonstration, they stopped the contract negotiations and re-started the vendor evaluation process over, with just IA and the former finalist.  They chose IA, and have been a satisfied client for the past 6 years.

Pension Fund

This pension fund chose IA after considering all the major risk vendors because of our flexibility, integrity of our models, and our ability to deal with varying levels of transparency.  The pension fund had us custom build a number of features that have since been rolled into our standard offering including PCA analysis and multi-factor modeling.
 

Multi-Strategy Manager

This firm uses IA's services for full in-house risk management, and provides access to each of their investors to a limited functionality version of our website.  The portfolio managers use our risk analysis for daily monitoring of risk, for controlled leveraging/deleveraging and as an independent check on their own risk assessments.